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Welzia Global Opportunities Fi (184593004)

Madrid

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17.07 -0.08 -0.47%

12/03 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 23.22M

Type: Fund

Market: Spain

Issuer: Welzia Management SGIIC

ISIN: ES0184593004

Asset Class: Equity

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184593004 Overview

Find basic information about the Welzia Global Opportunities Fi mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 184593004 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change1.17%

Prev. Close17.15

Risk Rating

TTM Yield0%

ROE32.32%

IssuerWelzia Management SGIIC

Turnover1,246%

ROA10.52%

Inception DateNov 05, 2007

Total Assets23.22M

Expenses1.20%

Min. Investment100

Market Cap36.2B

CategoryEUR Flexible Allocation - Global

What is your sentiment on Welzia USA Equity FI?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1031	977	1061	1198	1590	1562
Fund Return	3.07%	-2.29%	6.13%	6.2%	9.72%	4.56%
Place in category	988	3548	2710	475	94	-
% in Category	28	98	78	19	5	-

Top Equity Funds by Welzia Management SGIIC

Name	Total Assets	YTD%	3Y%	10Y%
Welzia Ahorro 5 FI	67.35M	1.62	2.98	1.08
Welzia Crecimiento 15 FI	20.28M	2.17	4.30	4.11
INVERVILLADA	2.4M	4.02	2.94	-

Top Funds for EUR Flexible Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
Santander 100 Valor Creciente 2 FI	3.02B	2.01	2.25	-
ES0133337008	1.95B	1.16	-0.50	-
ES0133411001	1.7B	4.07	7.46	-
ES0133371007	1.19B	0.33	1.50	-
Fomento de Ahorros e Inversiones SI	616.03M	1.57	4.15	0.94

Top Holdings

Name	ISIN	Weight %	Last	Change %
PepsiCo	US7134481081	2.35	148.34	+0.11%
UnitedHealth	US91324P1021	2.12	481.52	+0.09%
George Weston	CA9611485090	2.10	229.83	-0.32%
KLA Corp	US4824801009	2.07	681.50	+0.16%
PulteGroup	US7458671010	2.04	101.09	-2.36%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Buy
Technical Indicators	Strong Sell	Strong Sell	BUY
Summary	Strong Sell	Strong Sell	Buy

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Recent Quotes

Name	Price	Chg.	Chg. %
Welzia USA Equity.	17.07	-0.08	-0.47%
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Momentum Real Gro.	3.557	-0.010	-0.25%